5 is the magic number

We asked Top Producer customers for their best Follow-up Coach stories and how it’s helped their business. Knowing the power of the Coach, we waited with bated breath as the #Reconnect stories rolled in. (Drum roll please.)

Meet Sandra

Sandra is a successful real estate agent who works for RE/MAX Jazz Inc in the Toronto area. She’s been using Top Producer CRM for only a year and has already found value in her CRM. Her database consists of past clients and leads, and she’s using the Follow-up Coach to make meaningful, personal connections and stay top of mind.

Her daily use and trust in the Coach—following up with exactly 5 a day—resonated with us, and quite frankly, made us think we all should take a page from Sandra’s book. Each and every day, Sandra picks up the phone and calls the 5 people suggested by Follow-up Coach. After making contact, she uses the Wrap up feature to record detailed notes.

Wrap up

If there was one thing she emphasized in the short time we spoke with her, it was the importance of making notes.


(We couldn’t agree more!)

Sandra has only been using Top Producer CRM for one year, but already the Follow-up Coach has driven tangible results for her. She can trace at least one instance where as a result of taking a suggested action from the Coach, she reconnected with a client. They were ready to list and wanted her assistance. Why? Apart from Sandra’s great reputation, they were impressed with how well she kept in touch. Nicely done, Sandra!

P.S. – We’d ? to hear your story! How have you seen success with Top Producer? Share your story here for a chance to win a free year of Top Producer® CRM and a future spotlight on the blog.

Screenshots represent site and mobile applications as of publication date. Site and mobile applications subject to change without notice.